See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,880 | $102,317-92.3% | $146,958-94.6% | $80,856-90.3% |
| Participation rate | 73.1% | 75.8%-2.8pp | 82.2%-9.1pp | 67.6%+5.4pp |
| Annual return | 16.20% | 134.76%-118.6pp | 418.34%-402.1pp | 35.59%-19.4pp |
| Employer contribution / active EE | $1,315 | $3,713-64.6% | $4,933-73.4% | $2,755-52.3% |
| Participant deferral / active EE | $1,774 | $6,644-73.3% | $8,070-78.0% | $4,296-58.7% |
| Admin fee / account holder | $421 | $7,941-94.7% | $12,998-96.8% | $6,918-93.9% |